Current jobs related to Financial Planner - Lynnwood, Washington - Wayfinding Financial

  • Financial Planner

    3 weeks ago

    Lynnwood, Washington, United States Wayfinding Financial Full time

    Job OverviewWayfinding Financial is a SEC-Registered Investment Advisory firm that provides clients with a collaborative approach to wealth management.Our mission is to establish a clear path for clients to follow and guide them along their journey. We combine wisdom, insight, and a deep understanding of our clients' lives, family, interests, and passions to...

  • Investment Consultant

    2 months ago

    Lynnwood, Washington, United States Fidelity Investments Full time

    About the RoleWe are seeking a highly skilled Investment Consultant to join our team at Fidelity Investments. As an Investment Consultant, you will work directly with clients to help them make informed investment decisions that align with their financial goals.Key ResponsibilitiesDevelop customized financial plans for clients using Fidelity's planning tools...

  • Planning Consultant

    3 weeks ago

    Lynnwood, Washington, United States Fidelity TalentSource LLC Full time

    Job Description:As a Planning Consultant at Fidelity, you will provide exceptional planning experiences for clients, uncover opportunities to deepen relationships through consolidation of assets, referrals, and plan implementations. You will develop an engagement strategy that supports each client's unique planning needs, leveraging your integrity and...

  • Rehabilitation Program Director

    3 weeks ago

    Lynnwood, Washington, United States ResCare Premier Inc. Full time

    Job SummaryWe are seeking an experienced SLP, OT, or PT to lead our Pediatric Outpatient Rehabilitation team as a Clinical Lead. As a key member of our team, you will be responsible for managing the full operation of the rehabilitation program, including supervision of all staff and provision of rehabilitative clinical services to maximize program efficiency...

  • Investment Consultant Lynnwood

    4 weeks ago

    Lynnwood, Washington, United States Fidelity TalentSource LLC Full time

    Job Description:Fidelity Investments is a leading financial services company that empowers individuals to achieve their financial goals. As an Investment Consultant, you will play a critical role in helping clients make informed investment decisions that align with their values and objectives.The Purpose of Your Role:You will work closely with clients to...

Financial Planner

2 months ago

Lynnwood, Washington, United States Wayfinding Financial Full time
Job Overview

Wayfinding Financial is a SEC-Registered Investment Advisory firm that provides clients with a collaborative team approach to wealth management.

We are seeking a Financial Advisor to join our office in Lynnwood, WA, who will serve as the lead Advisor to maintain and support our existing client relationships, assist with investment analysis and estate planning, and help mitigate clients' concerns surrounding tax planning, charitable giving, and ancillary services.

Key Responsibilities
  • Develop and implement investment solutions to meet client goals and objectives
  • Conduct quarterly client meetings to review and present investment results, evaluate new opportunities, and adjust client objectives
  • Manage existing referral relationships to source new clients
  • Become involved in key community events, organizations, and/or boards to foster awareness of the firm and relationships that will lead to new business
  • Track all business development activity through the firm's CRM system
Requirements
  • Bachelor's Degree
  • Completion of professional and/or financial services accreditation(s)
  • Series 65 (or the willingness to test within three months of hire)
  • Minimum 2 years of experience in an advisory role
  • Excellent communication, listening, and relationship-building skills
  • Highly motivated, with an affinity towards a self-starting work environment
Benefits
  • Our benefits package includes health care benefits, 4% Safe Harbor 401(k) match, 15 days paid time off (PTO), 10 paid holidays, summer flex-days, professional, and personal wellbeing stipend, and other fringe benefits
  • The Salary Range for this position is $85,000 to $105,000